See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,634 | $148,978-88.8% | $200,582-91.7% | $84,808-80.4% |
| Participation rate | 51.7% | 84.2%-32.5pp | 86.9%-35.2pp | 68.3%-16.6pp |
| Annual return | 25.14% | 28.16%-3.0pp | 42.33%-17.2pp | 40.90%-15.8pp |
| Employer contribution / active EE | $2,447 | $4,815-49.2% | $6,419-61.9% | $2,631-7.0% |
| Participant deferral / active EE | $5,072 | $7,142-29.0% | $9,331-45.6% | $4,212+20.4% |
| Admin fee / account holder | $1,721 | $13,977-87.7% | $16,305-89.4% | $7,344-76.6% |